OIRDX
Price
$27.98
Change
+$0.23 (+0.83%)
Updated
Jul 3 closing price
Net Assets
3.31B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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OIRDX vs VTSAX

Header iconOIRDX vs VTSAX Comparison
Open Charts OIRDX vs VTSAXBanner chart's image
Invesco Rising Dividends R6
Price$27.98
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OIRDX vs VTSAX Comparison Chart in %
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OIRDX vs. VTSAX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OIRDX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OIRDX (3.31B). VTSAX pays higher dividends than OIRDX: VTSAX (1.21) vs OIRDX (1.09). OIRDX was incepted earlier than VTSAX: OIRDX (13 years) vs VTSAX (25 years). OIRDX (0.65) is less costly to investors than VTSAX (0.04). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than OIRDX: VTSAX (3000) vs OIRDX (1000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. OIRDX (3.64). VTSAX return over 5 years is better than : 95.62 vs. OIRDX (46.32).
OIRDXVTSAXOIRDX / VTSAX
Total Expense Ratio0.650.041,625%
Annual Report Gross Expense Ratio0.650.041,625%
Fund Existence13 years25 years-
Gain YTD8.9226.416139%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.31B1.82T0%
Annual Yield % from dividends1.091.2190%
Returns for 1 year3.6413.8926%
Returns for 3 years30.6262.1249%
Returns for 5 years46.3295.6248%
Returns for 10 years54.58198.6927%
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